Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / M• F•••••••• L••

M• F•••••••• L••

Fund of funds · probableLower middle marketBraintree, MAm•••••••••.comSEC registered investment adviser

We strive to bring the best solutions, not only to meet your needs but to simplify your life, freeing you to fully focus on what is most important to you and your family.

Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 17 of 17 admitted vehicles carry the sworn fund-of-funds flag
Size band
Lower middle marketdefined by: proxy: $0.07bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 17 of 17 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 28, 2012 to Mar 25, 2024
RAUM
$1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
13
PE fund GAV, latest filing
$65.8Mreported gross assets (Form ADV), not fund size
All private fund GAV
$66.9Mevery private fund type, latest filing
2024 PE fund GAV
$65.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
80%
Fund type mix
filed 2024-03-25, latest gav Hedge Fund $1.0M, Private Equity Fund $65.8M, latest counts Hedge Fund 1, Private Equity Fund 13, lifetime distinct Hedge Fund 1, Private Equity Fund 16, Venture Capital Fund 1, Securitized Asset Fund 2
Employees
7
Headquarters
Braintree, MA
Office address
30 BRAINTREE HILL OFFICE PARK, SUITE 104, Braintree, MA, 02184
Business phone
781-848-1163
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
financial services
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
We partner with our clients to solve their most critical, complex, and sensitive financial needs so they can pursue their passions.
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
17 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M•• P••••••• L• • W••• I•• E••••• S•••••
ADV: Private Equity Fund
Fund of funds2023
first reported on Form ADV
$3.5M
as of Mar 25, 2024
no Form DEarly deployment
M•• P••••••• • B••• V•••••• S•••••
ADV: Private Equity Fund
Fund of funds2023
first reported on Form ADV
$3.3M
as of Mar 25, 2024
no Form DEarly deployment
M•• P••••••• • T•• X•• S•••••
ADV: Private Equity Fund
Fund of funds2023
first reported on Form ADV
$3.0M
as of Mar 25, 2024
no Form DUnknown
M•• P••••••• • M•• 2••• S•••••
ADV: Private Equity Fund
Fund of funds2023
year in the fund name
$1.6M
as of Mar 25, 2024
no Form DUnknown
M•• P••••••• • B•• C••••• F••• S•••••
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$2.0M
as of Mar 25, 2024
no Form DEarly deployment
M•• P••••••• • B••• X•••
ADV: Private Equity Fund
Fund of funds2021
first reported on Form ADV
$3.6M
as of Mar 25, 2024
no Form DUnknown
M•• P••••••• • B••• A••• I•
ADV: Private Equity Fund
Fund of funds2019
first reported on Form ADV
$4.0M
as of Mar 25, 2024
no Form DUnknown
M•• P••••••• • B••• X••
ADV: Private Equity Fund
Fund of funds2018
first reported on Form ADV
$10.7M
as of Mar 25, 2024
no Form DMature
B••• A••• I••
ADV: Private Equity Fund
Fund of funds2016
first reported on Form ADV
$3.2M
as of Mar 25, 2024
no Form DHarvest
M•• P••••••• L• • A••••••• E••••• V• S••••• 1•
ADV: Private Equity Fund
Fund of funds2015
first reported on Form ADV
$3.5M
as of Mar 25, 2024
no Form DHarvest
M•• P••••••• • B••• X• S•••••
ADV: Private Equity Fund
Fund of funds2013
first reported on Form ADV
$5.6M
as of Mar 25, 2024
no Form DHarvest
M•• P••••••• • L••• I•
ADV: Private Equity Fund
Fund of funds2013
first reported on Form ADV
$0
as of Mar 11, 2016
no Form DWound down
M•• P••••••• L• • W••• E••••• S••••• I•
ADV: Private Equity Fund
Fund of fundsunknown$18.8M
as of Mar 25, 2024
no Form DMature
M•• P••••••• L• • B••• A••• C•••••• F•••
ADV: Private Equity Fund
Fund of fundsunknown$2.9M
as of Mar 25, 2024
no Form DHarvest
M•• P••••••• L• • A••••••• E••••• S••••• I•
ADV: Securitized Asset Fund
Fund of fundsunknown$1.4M
as of Aug 11, 2023
no Form DWound down
M•• P••••••• L• • D•••••• C••••• S••••• 1•
ADV: Private Equity Fund
Fund of fundsunknown$500,974
as of Mar 17, 2021
no Form DWound down
M•• P••••••• L• • D•• M•• I•• S••••• I•
ADV: Private Equity Fund
Fund of fundsunknown$0
as of Mar 11, 2016
no Form DWound down
Team
6 current, 0 former
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
2 most recent
  1. Mar 24, 2026
    M• F•••••••• L••: Private Equity Funds on Form ADV 13 (2024 extract) -> 20 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Mar 28, 2012
    M• F•••••••• L•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

M• F•••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent Sponsors1RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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